Smruthi Organics – Update

We had discussed about Smruthi Organics Ltd (SOL) earlier and had highlighted about the consistent growth of 25%+ in this company and attractive valuations of just 6 times earnings. SOL has posted very good Q1 numbers and FY 2011 annual report also looks optimistic. The stock still looks attractive at CMP of 155. Q1 results: … Continue reading Smruthi Organics – Update

Smruthi Organics Ltd. – BSE Code: 590046

We have been tracking this company for few years and we like the way the company has performed in the last 2-3 years and yet remains ignored and undervalued. We feel it’s a good pharma company to make a part of portfolio. Smruthi Organics is a small sized pharma company based out of Solapur, engaged … Continue reading Smruthi Organics Ltd. – BSE Code: 590046

Update on Quarterly Results

The third quarter of the financial year 2013 has generally been very weak. The common problem has been the demand slowdown and the pressure on margins due to inflation and competition. In most of the cases results have been below expectations. On the positive side, these challenging times are the best times to re-structure your … Continue reading Update on Quarterly Results

Liberty Phosphate – Exit

We had recommended Liberty Phosphate on 29th March, 2012 at Rs 64. The stock has more than doubled and created a new all time high @ 160 today. The stock has closed at about 148 today and we recommend an exit from the stock. Though the stock may seem cheap but there are several negatives/limitations: … Continue reading Liberty Phosphate – Exit

Updates from the company visits & AGMs

During the past few weeks, we have been on the move to attend the Annual General Meetings (AGMs) and meet the companies we have been tracking. A lot of effort has been in re-understanding the companies and preparing proper questionnaires to get a bigger and longer term picture. We are in process of preparing detailed … Continue reading Updates from the company visits & AGMs

Q3-FY12 Result Updates

When the majority were bearish, the markets surprised them by giving a strong upwards swing. Most of the stocks prices have improved by about 20%+ in less than a month. This is why it is always advised not to time the markets. Rather than remaining on sidelines, one should target companies doing well and yet … Continue reading Q3-FY12 Result Updates

Quarterly Result Updates and new idea [Indag Rubber]

In these volatile times, I’m happy to see some of our companies doing quite well and the stocks getting the due re-ratings. It just re-enforces your faith in the fundamentals and markets. We had discussed about Smruthi Organics on 4th April, 2011 at price of 135 and had provided an update recently. The company has … Continue reading Quarterly Result Updates and new idea [Indag Rubber]

Quarterly & Annual result update…

Its results season again and a good time to monitor and shuffle your portfolio. Like we used to have exams earlier, similarly its result time for the stocks we invest into. In the mid/small cap space hardly 10-15% of the companies have come out with their numbers. Till now the results have generally been on … Continue reading Quarterly & Annual result update…